Filed August 1, 2022
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| Provider | Service type | Compensation |
|---|---|---|
COUNTRY TRUST BANK1+ years Service code 15 1705 N. TOWANDA AVE. · BLOOMINGTON, IL 61702 | Recordkeeping | $16,116 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 333 SOUTH HOPE ST. SUITE 5500 · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
CENTURY CAPITAL MANAGEMENT, LLC1+ years Service code 52 100 FEDERAL ST. · BOSTON, MA 02110 | Indirect Investment Fees | $0 |
COLUMBIA1+ years Filed as: COLUMBIA WANGER ASSET MGMT LLC Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA1+ years Filed as: COLUMBIA WANGER ASSET MGMT, LLC Service code 52 227 W. MONROE · CHICAGO, IL 60606 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE MANAGEMENT HOLDINGS, INC. Service code 52 2005 MARKET ST. · PHILADELPHIA, PA 19103 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE MANAGEMENT HOLDINGS, LLC Service code 52 | Indirect Investment Fees | $0 |
DODGE & COX1+ years Service code 52 555 CALIFORNIA ST. 40TH FLOOR · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED1+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO. Service code 52 3805 EDWARDS RD. SUITE 110 · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,344 | $68,408-82.0% | $57,179-78.4% | $57,658-78.6% |
| Participation rate | 34.1% | 79.1%-45.1pp | 75.3%-41.3pp | 70.2%-36.1pp |
| Annual return | -1.53% | 8.51%-10.0pp | 14.59%-16.1pp | 5.13%-6.7pp |
| Employer contribution / active EE | $279 | $2,869-90.3% | $2,682-89.6% | $1,974-85.8% |
| Participant deferral / active EE | $522 | $2,903-82.0% | $3,096-83.2% | $3,061-83.0% |
| Admin fee / account holder | $96 | $70+37.7% | $3,139-96.9% | $95+1.5% |